Client Experience Ambassadors

“Building portfolios isn’t the most important things we do. Building relationships is.”

Teri Roest

Marketing Manager, CFS
Branch Associate, RJFS

Lori Mack

Director of First Impressions, CFS
Branch Associate, RJFS

Jan Taylor

Director Of First Impressions, CFS
Branch Associate, RJFS

Gita Hendricks

Marketing Associate, CFS
Branch Associate, RJFS

Getting The Relationship You Deserve

Wealth Advisor Interview Guide

Choosing who to trust with your hard-earned money is a big decision. How do you know your money and future are in good hands?

We’ve created a free INTERVIEW GUIDE to help you track conversations to compare advisors or evaluate the services and value you get from an advisor you already work with.